CCG

Cypress Capital Group Portfolio holdings

AUM $893M
1-Year Est. Return 27.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$4.13M
2 +$2.81M
3 +$2.29M
4
FDX icon
FedEx
FDX
+$1.5M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.17M

Top Sells

1 +$1.34M
2 +$1.34M
3 +$1.06M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$996K
5
T icon
AT&T
T
+$986K

Sector Composition

1 Technology 20.38%
2 Healthcare 17.78%
3 Financials 10.27%
4 Consumer Discretionary 8.7%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.19M 0.17%
11,821
+1,382
127
$1.16M 0.17%
72,429
-16,208
128
$1.15M 0.17%
15,162
+286
129
$1.13M 0.16%
9,333
+425
130
$1.13M 0.16%
10,438
-1,945
131
$1.09M 0.16%
8,969
+116
132
$1.08M 0.16%
11,565
+1,747
133
$1.07M 0.16%
16,845
+45
134
$1.04M 0.15%
33,775
+50
135
$1.03M 0.15%
3,658
+2,416
136
$1.02M 0.15%
411
-29
137
$1.01M 0.15%
3,834
-83
138
$1.01M 0.15%
2,140
-60
139
$1.01M 0.15%
6,320
+3,903
140
$1,000K 0.14%
4,262
+264
141
$984K 0.14%
15,825
-3,418
142
$963K 0.14%
14,278
-32
143
$958K 0.14%
4,616
+4
144
$957K 0.14%
4,129
145
$955K 0.14%
2,713
+821
146
$952K 0.14%
3,806
+419
147
$949K 0.14%
9,527
+696
148
$944K 0.14%
9,648
149
$935K 0.14%
9,799
-65
150
$934K 0.14%
8,505
+35